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logoMorningstarJanuary 25, 2021

Post Holdings, Inc.: Calendar 2021 Should Be Mixed for No-Moat Post as Food Service Recovers but Cereal Fades

Symbols
POST
Sector(s)
Consumer Defensive
Rating
Premium
Current Price
$103.53
Fair Value
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Economic Moat
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Stewardship
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Summary

Post Holdings is a packaged food company that primarily operates in North America and Europe. For fiscal 2020, 42% of the company’s revenue came from cereal, with brands such as Honeycomb, Grape-Nuts, Shredded Wheat, Pebbles, Honey Bunches of Oats, Malt-O-Meal, Weetabix, and Alpen. Refrigerated food made up 41% of 2020 revenue and services the retail (17% of company sales) and food-service channels (24%), providing value-added egg and potato products, prepared side dishes, cheese, and sausage under brands Bob Evans and Simply Potatoes. The stake in BellRing Brands makes up the remaining 17% of revenue, with protein-based shakes, powders, and bars that sell under the Premier Protein, PowerBar, and Dymatize brands.

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Analyst Profile

Rebecca Scheuneman

Equity Analyst
Rebecca Scheuneman is an equity analyst on the consumer team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers food manufacturers, food distributors, and North American grocers.Before joining Morningstar in 2018, Scheuneman spent more than eight years as an analyst/portfolio manager at Forester Capital Management, covering the consumer and healthcare sectors. Prior to that, she spent nearly 11 years covering the consumer and other sectors for Allstate Investments.Scheuneman holds a bachelor’s degree in marketing from Northern Illinois University and a Master of Business Administration in finance from DePaul University. She also holds the Chartered Financial Analyst® designation.